Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Tekker is a financial advisor with over 30 years of experience in the industry. Brett has worked with TIAA-CREF Individual & Institutional Services, LLC since 2006. Prior to that, Brett was with VANGUARD MARKETING CORPORATION, and Charles Schwab & Co., Inc. Brett is registered to provide investment advisory services in all 50 states and the District of Columbia. Brett provides a range of investment advisory services, including financial planning, portfolio management for individuals, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
08/11/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
12/02/2004 - 07/12/2006
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
TX
10/31/2003 - 11/17/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
05/09/1991 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
01/31/1990 - 09/17/1990
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 07/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/26/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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